BWM
BKM Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
691
-6
| -0.9% | -$2.13K | 0.1% | 143 |
|
|
2025
Q1 | $244K | Sell |
697
-221
| -24% | -$77.5K | 0.1% | 139 |
|
|
2024
Q4 | $290K | Buy |
+918
| New | +$290K | 0.12% | 138 |
|
|
2024
Q3 | – | Sell |
-7,330
| Closed | -$234K | – | 168 |
|
|
2024
Q2 | $234K | Buy |
7,330
+6,615
| +925% | +$211K | 0.11% | 134 |
|
|
2024
Q1 | $200K | Sell |
715
-190
| -21% | -$53K | 0.09% | 157 |
|
|
2023
Q4 | $236K | Buy |
+905
| New | +$236K | 0.1% | 145 |
|